Price
No data yet.
Social Signal Score
Analyst Ratings
20 analystsRevenue
$3.08B+936.23%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Wei Huang
- Sector
- Technology
- Industry
- Information Technology Services
- Employees
- 2,434
- Beta
- 0.43
- Country
- CN
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 0.75
Financials
Revenue
$3.08B+936.2%Net Income
$832.86MEBITDA
$1.29B+1626.0%Free Cash Flow
$161.79MEPS (diluted)
$3.04Shares Outstanding (diluted)
259.47M+178.5%Operating Expenses
$225.02MCash & Debt
$14.93BReturn of Capital
$0.00Revenue by Segment (annual)
$22.86BQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $11.43B | $949.64M | $4.64 |
| 2024 | $10.32B | $3.30B | $-4.16 |
| 2023 | $9.96B | $-4.29B | $-24.00 |
| 2022 | $9.33B | $-1.27B | $-8.24 |
| 2021 | $7.82B | $-1.19B | $-7.20 |
| 2020 | $5.74B | $-685.03M | $-4.80 |
| 2019 | $4.12B | $-442.08M | $-4.08 |
| 2018 | $2.79B | $-430.27M | $-3.44 |
| 2017 | $1.62B | $-326.90M | $-3.36 |
| 2016 | $1.06B | $-276.41M | $-10.80 |
| 2015 | $703.64M | $-98.58M | $-4.48 |
| 2014 | $468.34M | $-130.00M | $-90.80 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $7.34
- Implied price
- $389.09
- Return from $29.29
- 67.8% a year
To earn 15.0% a year on these assumptions you'd need to buy at $193.45 — today's price is already 84.9% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 37 | 45 | 53 | 61 | 69 |
|---|---|---|---|---|---|
| -2.0% | 41.7% | 47.3% | 52.2% | 56.6% | 60.5% |
| 3.0% | 48.9% | 54.8% | 60.0% | 64.5% | 68.7% |
| 8.0% | 56.1% | 62.4% | 67.8% | 72.5% | 76.8% |
| 13.0% | 63.3% | 69.9% | 75.5% | 80.5% | 85.0% |
| 18.0% | 70.6% | 77.4% | 83.3% | 88.5% | 93.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (10)
- Newszacks.com·38d ago·Neutral
GDS Stock Jumps 13% in a Month: Here's What You Should Know GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.
View source ↗ - Newsseekingalpha.com·40d ago·Neutral
GDS Holdings: Record Bookings Strengthen The 2027 Earnings Case GDS Holdings' Backlog reached 757 MW in Q2, providing stronger visibility into future revenue and EBITDA as contracted capacity is delivered. Management raised 2026 EBITDA and CAPEX guidance, reflecting stronger-than-expected AI-driven demand and development activity. Our SOTP valuation remains supportive, with both the transaction-based and fair-value DayOne scenarios indicating upside ahead.
View source ↗ - Newsbenzinga.com·47d ago·Neutral
GDS' Record AI-Driven Bookings Fueled By New Markets, 3 Hyperscale Customers China's largest third-party data center operator reported a 838 million yuan second-quarter profit, as it doubled its 2026 sales target and raised its full-year guidance
View source ↗ - Newszacks.com·48d ago·Positive
GDS Holdings (GDS) Upgraded to Buy: Here's Why GDS Holdings (GDS) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
View source ↗ - Newszacks.com·52d ago·Neutral
GDS Q2 Earnings Call Focuses on AI Demand, 1-GW Sales Target AI demand drives GDS to record first-half bookings, a 1-GW 2026 sales target and higher guidance as backlog builds toward a 2027 move-in surge.
View source ↗ - Newsseekingalpha.com·53d ago·Positive
GDS Holdings Limited (GDS) Q2 2026 Earnings Call Transcript GDS Holdings Limited (GDS) Q2 2026 Earnings Call Transcript
View source ↗ - Newszacks.com·54d ago·Negative
GDS Holdings (GDS) Misses Q2 Earnings and Revenue Estimates GDS Holdings (GDS) came out with quarterly earnings of $0.56 per share, missing the Zacks Consensus Estimate of $1.35 per share. This compares to a loss of $0.06 per share a year ago.
View source ↗ - Newsmarketbeat.com·54d ago·Positive
GDS Q2 Earnings Call Highlights GDS NASDAQ: GDS said artificial intelligence demand is driving its strongest sales momentum to date, prompting the Chinese data-center operator to raise its full-year 2026 bookings target to 1 gigawatt from 500 megawatts previously.
View source ↗ - Newsglobenewswire.com·54d ago·Neutral
GDS Holdings Limited Reports Second Quarter 2026 Results SHANGHAI, China, Aug. 13, 2026 (GLOBE NEWSWIRE) -- GDS Holdings Limited (“GDS Holdings”, “GDS” or the “Company”) (NASDAQ: GDS; HKEX: 9698), a leading developer and operator of high-performance data centers in China, today announced its unaudited financial results for the second quarter ended June 30, 2026.
View source ↗ - Newszacks.com·56d ago·Neutral
GDS Gears Up to Report Q2 Earnings: Here's What Investors Should Know GDS Holdings heads into the Q2 earnings release with revenue growth expected from AI-driven data center demand, domestic chip adoption and a swelling backlog.
View source ↗
Earnings
Wed, Nov 18(in 6 weeks)
Consensus estimate $-0.04 per share
Typical surprise +318.2% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 13$0.52 vs $0.01beat
- Wed, May 20$1.53 vs $-0.03beat
- Tue, Mar 17$-0.04 vs $-0.04miss
- Wed, Nov 19$0.45 vs $-0.06beat
- Wed, Aug 20$-0.06 vs $-0.11beat
- Tue, May 20$0.48 vs $-0.22beat
Estimates and results for GDS via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by GDS officers and directors.
- Bought
- —
- Sold
- $1.7m
0 trades
2 trades
- Qian Yixinsold
- Ye Judy Qingsold
61 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in GDS.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.